Five Dreadful Situations Any Family Could Relate To

• Financial Conservatorship

  What would you do if your ex-husband unexpectedly died and left your teenage son a million dollars?

  • Who would manage the money – you, your son, or someone else? The answer to this question may surprise you!
  • What rights do you have as a parent to protect your child from themselves and keep them from wasting their inheritance?
  • How could you secure your hard-earned assets and protect the future of your children or grandchildren at the same time?
  • What are the limits on how well a Last Will and Testament can protect your family? (not to ruin the surprise, but the answer is that a Last Will and Testament does not protect your family very well at all!)

  Watch the Estate & Legacy Planning Webinar or download the E-book below to learn how a Revocable Living Trust may be just the option you need or need to speak with your parents about.

• Guardianship

  Imagine you and your partner were in an auto accident. You are alive but will need to stay in the hospital for a few days to recover.

  • Who will take care of your children?
  • Can your neighbor have temporary guardianship until a family member can get there? Ah, the answer may surprise you!

  Learn why naming a temporary guardian is just as important as naming a permanent one in your estate plan.

• Medical Power of Attorney

  Have you ever called a hospital to get information on a family member who had just been admitted? You were probably told that they could not give you any information. HIPAA Laws are perfect for protecting your privacy but not so great when you are a worried relative.

  • How can you ensure your family members can get the medical information YOU want them to have?
  • Is there a way to ensure someone can pay your bills if you are hospitalized?

• End-of-Life Planning

  Have you discussed end-of-life planning with your parents? What about your spouse?

  • It is difficult in itself to cope with a significant illness or imminent death, but what if you have no idea how your family member feels about potential life-extending treatments?

  Learn how having an estate plan and a Revocable Living Trust could give you control over how your loved ones will be cared for and your assets managed.

• Final Estate Planning

  Do you have a Last Will and Testament based estate plan? Is it up-to-date? Does it accomplish what you think it will accomplish (or is a Revocable Living Trust a better planning strategy for you)?

  • There are limitations on what a Last Will and Testament can do.
  • A Revocable Living Trust based estate plan can help avoid the probate process and minimize expenses, delays, and privacy loss. A Last Will and Testament GUARANTEES your family will have to deal with the expensive, time consuming, and public probate process!
  • Failure to fund a Revocable Living Trust is a common and costly mistake. Learn how not to make this mistake and many others.